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💡 LIFE CHANGES. YOUR PLAN SHOULD TOO.Did your income change? Start a new prescription? Retire or adjust withdrawals?Even...
02/25/2026

💡 LIFE CHANGES. YOUR PLAN SHOULD TOO.
Did your income change?
Start a new prescription?
Retire or adjust withdrawals?
Even small changes can affect your Medicare costs and tax picture.
📞 If anything feels different this year, let’s review it together before surprises show up. 💚




🌊 ONE FINANCIAL MOVE CAN CREATE A RIPPLE EFFECT.A withdrawal can affect taxes. Taxes can affect Medicare premiums. Premi...
02/23/2026

🌊 ONE FINANCIAL MOVE CAN CREATE A RIPPLE EFFECT.
A withdrawal can affect taxes.
Taxes can affect Medicare premiums.
Premiums can affect your retirement budget.
It’s all connected — and planning keeps the ripple small. 💚
📞 Let’s look at the full picture together.




💰 FILING TAXES IS COMPLIANCE. TAX PLANNING IS STRATEGY.Filing taxes looks at the past — what already happened. Tax plann...
02/20/2026

💰 FILING TAXES IS COMPLIANCE. TAX PLANNING IS STRATEGY.
Filing taxes looks at the past — what already happened.
Tax planning looks ahead — helping you make smarter decisions before they impact your Medicare premiums, Social Security, and retirement income.
It’s not just about meeting deadlines.
It’s about building a year-round strategy that protects your future. 💚
📞 Let’s move from compliance to confidence. Reach out for a smarter tax review.

💰 Retirement doesn’t mean tax-free. Your Social Security, withdrawals, and Medicare premiums can all be affected by your...
02/18/2026

💰 Retirement doesn’t mean tax-free.
Your Social Security, withdrawals, and Medicare premiums can all be affected by your income.
Smart planning helps you keep more of what you’ve worked for. 💚
📞 Let’s review your situation before surprises show up.



⭐ CLIENT FEEDBACK WE’RE GRATEFUL FOR ⭐Helping families feel confident about their health insurance, taxes, and retiremen...
02/16/2026

⭐ CLIENT FEEDBACK WE’RE GRATEFUL FOR ⭐
Helping families feel confident about their health insurance, taxes, and retirement options is what we’re here for. 💚
We’re honored to provide thoughtful guidance, clear explanations, and personalized support every step of the way.
Thank you for trusting Kim and our team — your kind words mean more than you know.
📞 If you or a loved one need help reviewing coverage or planning ahead, we’re always here to help.


🧧✨ LET THE CELEBRATION BEGIN! ✨🧧The Lion Dance, festive fun, and anniversary celebration are happening today! 🦁🎉 Come ce...
02/15/2026

🧧✨ LET THE CELEBRATION BEGIN! ✨🧧

The Lion Dance, festive fun, and anniversary celebration are happening today! 🦁🎉

Come celebrate prosperity, gratitude, and community with us.
Enjoy exciting activities, sweet treats, raffles, and time to connect with our amazing community. 💚

📍 Stop by and join the fun — bring your family and friends!
We can’t wait to celebrate together!






🧧2 MORE DAYS BEFORE OUR CELEBRATION! 🧧The excitement is building — and the Lion Dance is almost here! 🦁✨ Join us as we c...
02/13/2026

🧧2 MORE DAYS BEFORE OUR CELEBRATION! 🧧

The excitement is building — and the Lion Dance is almost here! 🦁✨

Join us as we celebrate new beginnings, prosperity, and community with a vibrant traditional performance and exciting event activities.

Bring your family, invite your friends, and don’t miss this festive celebration filled with culture, fun, and connection. 💚

📅 The countdown is on — we can’t wait to see you there!






🎉 JOIN US FOR A SPECIAL CELEBRATION! 🧧We’re celebrating Lunar New Year and our Anniversary with a fun, community-filled ...
02/11/2026

🎉 JOIN US FOR A SPECIAL CELEBRATION! 🧧

We’re celebrating Lunar New Year and our Anniversary with a fun, community-filled event — and you’re invited! 💚

✨ Here’s what you can enjoy:
🎟️ Free Raffles – Sign up for a chance to win a $20 gift card!
👉 Click the link and sign up: https://forms.gle/XgTxy2GUdgeCtNk47
🍽️ Bubble Teas & Desserts – Sweet treats available while you mingle.
🤝 Meet Our Advisors – Ask questions, get clarity, and enter for a chance to win a complimentary Tax Review.

Let’s celebrate new beginnings, gratitude, and continued support for our community. We’d love to see you there — bring a friend and join the fun!





🧧🎉 YOU’RE INVITED: MEDICARE AND MONEY’s LUNAR NEW YEAR AND ANNIVERSARY CELEBRATION EVENT🎉🧧We’re celebrating 2026 Lunar N...
02/09/2026

🧧🎉 YOU’RE INVITED: MEDICARE AND MONEY’s LUNAR NEW YEAR AND ANNIVERSARY CELEBRATION EVENT🎉🧧

We’re celebrating 2026 Lunar New Year and our Anniversary, and you’re invited to be part of the excitement! 💚

LION DANCE PARADE
Starts at Hung Vuong Entrance
February 15, 2026 | 12:00pm (We start on time)

✨ Enjoy a vibrant Lion Dance performance, fun activities, sweet treats, raffles, and more exciting surprises throughout the event.

Let’s welcome new beginnings, celebrate together, and make it a day full of joy and community spirit. Bring your family and friends — we can’t wait to see you there!






❤️ WHY WE TAKE OUR TIME WITH CLIENTS Because rushing leads to confusion — and confusion can lead to costly mistakes. We ...
02/06/2026

❤️ WHY WE TAKE OUR TIME WITH CLIENTS
Because rushing leads to confusion — and confusion can lead to costly mistakes.
We believe clarity is worth slowing down for, especially when it comes to important health and financial decisions.
📞 If you have questions or want guidance at your own pace, we’re here to help — with patience, honesty, and care. 💚


🛡️ PLANNING IS PREVENTION Preventing surprises. Preventing unnecessary costs. Preventing stress later on.A little planni...
02/04/2026

🛡️ PLANNING IS PREVENTION
Preventing surprises.
Preventing unnecessary costs.
Preventing stress later on.
A little planning today can protect your health, income, and peace of mind tomorrow.
📞 Reach out anytime for guidance or a quick check-in — we’re here to help you plan with confidence. 💚


🌿 HELLO, FEBRUARY A new month is a great time to pause and check in on your health, benefits, and peace of mind. Small s...
02/02/2026

🌿 HELLO, FEBRUARY
A new month is a great time to pause and check in on your health, benefits, and peace of mind.
Small steps now — like reviewing coverage or asking questions — can help you feel confident all year long. 💚
📞 Have questions or need a quick check-in? We’re here whenever you’re ready.
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Address

4 Haddonfield Road Building, Suite 120
Cherry Hill, NJ
08002

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm

Telephone

+18564413536

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